Valeo Financial Advisors’s Bunge Global BG Stock Holding History

Valeo Financial Advisors’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Buy	2,421 +130	+6%	+$16K	0.01%	672
2026 Q1	$291K	Sell	2,291 -28	-1%	-$3.25K	0.01%	559
2025 Q4	$207K	Buy	+2,319	New	+$214K	﹤0.01%	750
2020 Q2	–	Sell	-315	Closed	-$13K	–	2037
2020 Q1	$13K	Hold	315	–	–	﹤0.01%	993
2019 Q4	$18K	Hold	315	–	–	﹤0.01%	939
2019 Q3	$18K	Hold	315	–	–	﹤0.01%	868
2019 Q2	$18K	Hold	315	–	–	﹤0.01%	876
2019 Q1	$17K	Hold	315	–	–	﹤0.01%	825
2018 Q4	$17K	Hold	315	–	–	﹤0.01%	743
2018 Q3	$19K	Sell	315 -1,150	-78%	-$75.9K	﹤0.01%	785
2018 Q2	$92K	Hold	1,465	–	–	0.01%	411
2018 Q1	$108K	Buy	1,465 +615	+72%	+$46.5K	0.02%	354
2017 Q4	$57K	Buy	+850	New	+$57.8K	0.01%	446
2017 Q3	–	Hold	0	–	–	–	1179

Other funds holding BG

Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return